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Diane Darling |
Please add the option to convert a name from one application to a Zoho CRM LEAD (vs. CONTACT).
Zoho CRM sets it up so you have a lead ... eg George Clooney (just an example).
Then when you talk to George and he expresses his interest in being a customer, he gets converted to a CONTACT.
I use New Zenler for my online courses. I have the option for people to sign up for a waitlist ... so they would be a LEAD. Much appreciated!